Available Strategies
Tax planning strategies for individuals with significant income from business operations or real estate holdings. Implementation requires working with your CPA.
Film Production
Entertainment-sector planning with potential deductions, bonus depreciation, and revenue participation.
Cost Segregation
Accelerate depreciation deductions on commercial real estate.
Equipment Rental
Generate active business losses through equipment rental operations.
Short-Term Rental
Convert passive rental losses to active losses offsetting W-2 income.
Section 8 Housing
Government-guaranteed rent with tax-advantaged depreciation.
Charitable Contribution
Tax-advantaged charitable giving structures.
Oil & Gas
Domestic energy projects with potential IDC deductions and depletion benefits.
Timberland
Long-term real asset planning with timber depletion and potential capital gains treatment.
1031 & DST
Defer gains on qualifying real estate sales through exchanges and passive DST replacement options.
Private Credit
Alternative income opportunities through privately originated lending and asset-backed credit.
Property Tax Audit
Nationwide assessment reviews for single, rental, and multi-property owners.
R&D Tax Credit
Federal and state credit planning for qualified innovation, testing, and technical development work.
Commercial Real Estate
Operating real estate strategies including sober living, senior homes, car washes, and laundromats.
Augusta Rule
Rent your home to your business for tax-free rental income under the Augusta Rule.
QOZ Investments
Defer capital gains and pursue tax-free appreciation through Qualified Opportunity Zone funds.
S-Corp QBI
Optimize S-Corp salary, distributions, and the 20% QBI deduction to reduce taxable income.
PTE Tax Election
Bypass the SALT cap by shifting state income tax to the entity level via PTE elections.
Disclosures
Results Vary: Some clients may see higher projected results, while others may see less. Outcomes depend on individual goals, risk appetite, selected investments, market conditions, and the return profile ultimately chosen by the client.
Compliance Required: All strategies require strict documentation and ongoing compliance with IRS regulations. Failure to maintain proper documentation may result in disallowed deductions.
Contact for Assessment
Schedule a consultation to review applicable strategies for your situation.
